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How Atlas Energy Solutions (AESI) makes money
Atlas Energy Solutions (AESI) made $268M of revenue in the third quarter 2026 (Q3 2026), +3% from a year earlier. Service brought in $141M (53%); Product brought in $97.9M (37%); Rental Revenue brought in $29.1M (11%).
Drawing the Sankey…
Revenue by segment, Q3 2026
| Segment | Revenue | Share | Q/Q | Y/Y |
|---|---|---|---|---|
| Service | $141M | 52.6% | -13% | +4% |
| Product | $97.9M | 36.6% | -5% | -9% |
| Rental Revenue | $29.1M | 10.9% | +8% | +77% |
Where each dollar of revenue goes
| Line | Q3 2026 | % of revenue |
|---|---|---|
| Revenue | $268M | 100.0% |
| Operating cash flow | $23.4M | 8.7% |
Revenue, quarter by quarter
| Quarter | Revenue | Y/Y |
|---|---|---|
| Q3 2026 | $268M | +3% |
| Q2 2026 | $293M | +2% |
| Q1 2026 | $266M | -11% |
| Q4 2025 | $249M | -8% |
| Q3 2025 | $260M | -15% |
| Q2 2025 | $289M | +0.4% |
| Q1 2025 | $298M | +54% |
From Atlas Energy Solutions' 10-Q filed Nov 3, 2026 (on EDGAR).
Questions
How does Atlas Energy Solutions make money?
Atlas Energy Solutions (AESI) made $268M of revenue in the third quarter 2026 (Q3 2026), +3% from a year earlier. Service brought in $141M (53%); Product brought in $97.9M (37%); Rental Revenue brought in $29.1M (11%).
What is Atlas Energy Solutions' biggest business?
Service: $141M in the third quarter 2026, 53% of revenue, +4% from a year earlier.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.